We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PBT
326
Pictet Bank & Trust
Bahamas
$648K
HW
327
Hancock Whitney
Mississippi
$644K +$89.9K +1,002 +17%
CFB
328
Cullen/Frost Bankers
Texas
$639K +$21.7K +242 +4%
AAS
329
Avantax Advisory Services
Texas
$636K -$1.79M -19,952 -75%
CA
330
Clearstead Advisors
Ohio
$610K -$26.9K -300 -4%
DAS
331
Dynamic Advisor Solutions
Arizona
$608K +$77.3K +862 +16%
TP
332
Tranquility Partners
Tennessee
$605K +$9.6K +107 +2%
MFFIA
333
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$594K
State Street
334
State Street
Massachusetts
$581K
AAB
335
ABN AMRO Bank
Netherlands
$580K +$15.1K +168 +3%
HCP
336
Holt Capital Partners
Texas
$576K
SC
337
Syon Capital
California
$566K -$14.8K -165 -3%
MIF
338
Mediolanum International Funds
Ireland
$564K -$98.9K -1,102 -16%
IAS
339
Insigneo Advisory Services
Florida
$563K -$34.2K -381 -6%
AO
340
Advisor OS
Illinois
$552K +$9.15K +102 +2%
AssetMark Inc
341
AssetMark Inc
California
$544K +$64.1K +714 +14%
CCIA
342
Campbell & Co Investment Adviser
Maryland
$535K -$3.09M -34,469 -86%
WA
343
WealthTrust Axiom
Pennsylvania
$534K
MDA
344
Minot DeBlois Advisors
Massachusetts
$503K +$26.5K +295 +6%
ERSOT
345
Employees Retirement System of Texas
Texas
$501K +$473K +5,278 New
S
346
SimplyRich
California
$500K
DP
347
Dearborn Partners
Illinois
$499K +$22.2K +248 +5%
IWC
348
Integrated Wealth Concepts
Massachusetts
$490K +$10.6K +118 +2%
WSFS
349
Wilmington Savings Fund Society
Delaware
$483K -$41.2K -459 -8%
OWA
350
One Wealth Advisors
California
$477K +$1.08K +12 +0.2%